Our Team

Team Members In

Advisors

Kevin Koski

CPA

Vice President, Tax Advisor

Nick Krakosky

CFP®

Senior Director, Wealth Advisor

Abbi Kramas

CFP®

Senior Director, Wealth Advisor

Dave Kurtz

CPA

Vice President, Wealth Advisor

Anthony LaBrake

CFP®

Senior Director, Wealth Advisor

Evan Laleman

Senior Associate, Associate Wealth Advisor

Landon Lantz

Associate, Associate Wealth Advisor

Charlie Lawson

CPA

Vice President, Tax Services Department Lead

Jeffrey Lester

Vice President, Retirement Plan Advisor

Linda Litner

Senior Vice President, Advisor Group Lead